TSIHX Mutual Fund

NAV$11.42

Returns Overview

1 Month
+0.17%
3 Months
+3.32%
6 Months
+2.86%
YTD
+2.68%
1 Year
+7.23%
3 Years (annualized)
+7.49%
5 Years (annualized)
+3.19%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSIHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MORNINGSTAR CONSERVATIVE TARGET RISK INDEX(^MORNINGSTARCONSERVA)
This Mutual Fund (YTD)
+2.68%
Peer Avg (YTD)
+4.14%
vs Peers
-1.46%

TSIHX Mutual Fund Performance

TSIHX performance across multiple time periods: 1-month 0.17%, YTD 2.68%, 1-year 7.23%, 3-year 7.49%, 5-year 3.19%, 10-year 4.27%.

TSIHX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

TSIHX performance comparison shows side-by-side returns with another fund. TSIHX alternatives are available in the Mutual Fund Screener.